Vault Series: Cascade Compliance

2020 GIPS Standards Update: What the Revisions Mean For You
 
Hosted by: Distinguished Speaker Series Advisory Group

Join us for our next Vault Series event where Kim Cash, CFA, CPA, CAIA, CIPM, founder and director of verification and examination services at Cascade Compliance, will share insights on the comprehensive 2020 rewrite of the GIPS Standards and discuss important takeaways for firms thinking about/already claiming compliance.

Fee*:
Members - $10 or FREE with function ticket
Student Members - $10
Nonmembers - $20
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Refreshments & Light Snacks

Registration: Online

Agenda:
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00 pm - Program

*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio: 

Kim Cash, CFA, CPA, CAIA, CIPM
is founder and director of verification and examination services at Cascade Compliance, a specialty CPA firm providing GIPS compliance consulting, verification and education. Cash brings over 24 years of investment industry experience to each GIPS® verification. Since 1995, she has helped hundreds of firms get into compliance with the GIPS standards, examined thousands of investment strategies and composites, and continuously developed and lead educational workshops that bring compliance to life with everyday challenges and practical solutions for GIPS-compliant firms and verifiers. Cash was an integral part of developing a growing professional team and serving more than 800 asset management firm clients globally. She holds a Master of Science degree in education and a Certified Securities Compliance Professional (CSCP) credential. She has also worked in the industry as a Consultant and Chief Compliance Officer for RVK, Inc., an SEC-registered investment advisor. 





*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, September 11th.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.





When
9/18/2019 3:30 PM - 5:00 PM
Where
The Vault 33 N. LaSalle Street (Lower Level) Chicago, IL 60602 UNITED STATES

Sign In